- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 10 Feb 2026
- Managers listing it
- 33
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 12 listed it in both
- Shares listed
- 15,502,666
- combined, among listed positions
- Reported value
- $3.2bn
- combined, at the quarter end
Among the 92 comparable managers: 19 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +983,325.
Managers listing LULU in Q4 2025
33 of 33 holders
Largest increases and reductions, by shares
Increases
- Marshall Wace LLPexisting position · 2,370,336 shares now+1,986,698
- Point72 Asset Management LPnew position · 1,008,817 shares now+1,008,817
- Fidelity (FMR LLC)existing position · 4,984,289 shares now+918,230
- Holocene Advisors LPexisting position · 639,303 shares now+587,668
- Millennium Management LLCexisting position · 555,368 shares now+540,465
Reductions
- Susquehanna International Group LLPexisting position · 817,481 shares now-1,586,880
- AllianceBernstein LPexisting position · 147,964 shares now-1,219,674
- Invesco Ltdexisting position · 1,555,569 shares now-644,983
- Citadel Advisors LLCexisting position · 660,266 shares now-360,367
- Jane Street Group LLCexisting position · 567,929 shares now-298,245
New positions and exits
New (8)
Exited (4)
- Voloridge Investment Management LLCwas $29m
- Two Sigma Advisers LPwas $13m
- Tudor Investment Corpwas $1.1m
- Acadian Asset Management LLCwas $337k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 10 | $2.8bn | n.a. | n.a. |
| Q3 2013 | 12 | $3.6bn | n.a. | n.a. |
| Q4 2013 | 11 | $2.7bn | n.a. | n.a. |
| Q1 2014 | 10 | $2.3bn | n.a. | n.a. |
| Q2 2014 | 12 | $1.5bn | n.a. | n.a. |
| Q3 2014 | 13 | $1.4bn | n.a. | n.a. |
| Q4 2014 | 11 | $2.0bn | n.a. | n.a. |
| Q1 2015 | 14 | $2.4bn | n.a. | n.a. |
| Q2 2015 | 11 | $2.3bn | n.a. | n.a. |
| Q3 2015 | 14 | $2.1bn | n.a. | n.a. |
| Q4 2015 | 12 | $2.5bn | n.a. | n.a. |
| Q1 2016 | 13 | $2.9bn | n.a. | n.a. |
| Q2 2016 | 14 | $3.3bn | n.a. | n.a. |
| Q3 2016 | 17 | $2.7bn | n.a. | n.a. |
| Q4 2016 | 14 | $2.6bn | n.a. | n.a. |
| Q1 2017 | 14 | $1.9bn | n.a. | n.a. |
| Q2 2017 | 16 | $1.8bn | n.a. | n.a. |
| Q3 2017 | 17 | $1.8bn | n.a. | n.a. |
| Q4 2017 | 21 | $2.5bn | n.a. | n.a. |
| Q1 2018 | 26 | $3.2bn | n.a. | n.a. |
| Q2 2018 | 25 | $4.4bn | n.a. | n.a. |
| Q3 2018 | 25 | $5.5bn | n.a. | n.a. |
| Q4 2018 | 21 | $3.7bn | n.a. | n.a. |
| Q1 2019 | 27 | $5.5bn | n.a. | n.a. |
| Q2 2019 | 26 | $5.5bn | n.a. | n.a. |
| Q3 2019 | 26 | $5.6bn | n.a. | n.a. |
| Q4 2019 | 26 | $7.5bn | n.a. | n.a. |
| Q1 2020 | 24 | $6.2bn | n.a. | n.a. |
| Q2 2020 | 22 | $10.0bn | n.a. | n.a. |
| Q3 2020 | 25 | $10.7bn | n.a. | n.a. |
| Q4 2020 | 17 | $11.6bn | n.a. | n.a. |
| Q1 2021 | 18 | $10.4bn | n.a. | n.a. |
| Q2 2021 | 22 | $13.6bn | n.a. | n.a. |
| Q3 2021 | 16 | $14.8bn | n.a. | n.a. |
| Q4 2021 | 22 | $14.4bn | n.a. | n.a. |
| Q1 2022 | 20 | $13.2bn | n.a. | n.a. |
| Q2 2022 | 20 | $9.7bn | n.a. | n.a. |
| Q3 2022 | 24 | $9.5bn | n.a. | n.a. |
| Q4 2022 | 23 | $11.3bn | n.a. | n.a. |
| Q1 2023 | 32 | $13.7bn | n.a. | n.a. |
| Q2 2023 | 31 | $13.4bn | n.a. | n.a. |
| Q3 2023 | 27 | $13.0bn | n.a. | n.a. |
| Q4 2023 | 22 | $15.4bn | 10 | 19 |
| Q1 2024 | 19 | $11.3bn | 14 | 9 |
| Q2 2024 | 21 | $8.7bn | 17 | 6 |
| Q3 2024 | 14 | $6.1bn | 10 | 6 |
| Q4 2024 | 26 | $9.9bn | 20 | 7 |
| Q1 2025 | 17 | $8.4bn | 14 | 6 |
| Q2 2025 | 17 | $4.9bn | 11 | 6 |
| Q3 2025 | 16 | $2.3bn | 11 | 6 |
| Q4 2025 | 16 | $2.6bn | 19 | 18 |
| Q1 2026 | 13 | $1.5bn | 16 | 21 |
| Q2 2026 | 6 | $175m | 12 | 23 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
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